Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) opening strong and reaching a maximum intraday increase of 1.53%, closing up 0.59% [1][8] - Key stocks in the sector include Guangwei Composite, which surged over 7%, and Enjie shares, which rose over 4% [1][8] - Other notable performers include Duofluor, Cangge Mining, and Zhongjian Technology, all increasing by over 3% [1][8] Group 2 - According to Guojin Securities, the lithium battery supply has transitioned from a surplus phase to an active replenishment phase, with a recovery expected in 2024 and a significant rebound by 2026 [2][10] - The demand is driven by AI and energy storage, while supply growth is slowing due to reduced capital expenditure, leading to a supply-demand mismatch [2][10] - The industry is shifting from price wars to price stabilization, which is expected to enhance profitability in the upstream materials sector [2][10] Group 3 - The chemical sector currently presents a favorable valuation, with the chemical ETF's underlying index price-to-book ratio at 2.55, positioned at the 48.43 percentile over the past decade [3][10] - The sector is anticipated to experience negative growth in capital expenditure starting in 2024, with supply expected to contract due to the "anti-involution" trend and the clearance of outdated overseas capacity [4][11] - The "14th Five-Year Plan" emphasizes expanding domestic demand, which, combined with the onset of a U.S. interest rate cut cycle, is expected to open up demand for chemical products [4][11] Group 4 - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks [5][12] - Investors can also access the chemical ETF through linked funds (Class A 012537/Class C 012538) for efficient exposure to the sector [5][12]

证券代码：002812 股票简称：恩捷股份 公告编号：2025-211 二、股东股份累计质押基本情况 截至本公告披露日，合益投资及其一致行动人所持股份质押情况如下： 三、其他情况说明 公司目前经营一切正常，合益投资及其一致行动人对公司发展充满信心。合益投资及其一致行动人资信 状况良好，具备良好的资金偿还能力，其质押的股份目前不存在平仓风险，质押风险可控。上述质押行 为，不会导致公司实际控制权发生变更、不会对公司生产经营和公司治理产生影响。若出现平仓风险， 合益投资及其一致行动人将采取补充质押、提前购回被质押股份等措施应对风险。 四、备查文件 本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 云南恩捷新材料股份有限公司（以下简称"公司"）于近日接到公司持股5%以上股东玉溪合益投资有限 公司（以下简称"合益投资"）的通知，获悉合益投资将其持有的部分公司股份办理了质押手续，具体事 项如下： 一、股东部分股份质押的基本情况 注：本公告中所述的总股本均指公司截至2025年12月23日总股本；本公告中所涉数据的尾数如有差异或 不符系四舍五入所致。 关于股东部分股份质押的更正公告 本 ...

证券日报网讯 12月25日，恩捷股份发布公告称，持股5%以上股东合益投资将其持有的200万股公司股 份补充质押给中国东方资产管理股份有限公司，占其所持股份1.67%，占公司总股本0.20%，质押期限 自2025年12月23日至办理解除质押登记手续之日。 （编辑 丛可心） ...

| 股东 | 是否为控股股东 | 本次质押 | 占其所持 | 占公司 | 是否 | 是否为 | 质押 | | 质押 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 股份数量 | 股份比例 | 总股本 | 为限 | 补充质 | 起始日 | | 到期日 | 质权人 | 用途 | | | 其一致行动人 | （股） | | 比例 | 售股 | 押 | | | | | | | 合益 | 是 | 2,000,000 | 1.67% | 0.20% | 否 | 否 | 年 2025 | 12 | 办理解除质押 | 国泰海通证券 | 自身资 | | 投资 | | | | | | | 月 23 | 日 | 登记手续之日 | 股份有限公司 | 金需求 | 证券代码：002812 股票简称：恩捷股份 公告编号：2025-212 云南恩捷新材料股份有限公司 关于股东部分股份质押的更正公告 本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 云南恩捷新材 ...

证券代码：002812 股票简称：恩捷股份 公告编号：2025-211 云南恩捷新材料股份有限公司 一、股东部分股份质押的基本情况 | 股东 | 是否为控股股东 | 本次质押 | 占其所 | 占公司 | 是否 | 是否为 | 质押 | | 质押 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 股份数量 | 持股份 | 总股本 | 为限 | 补充质 | 起始日 | | 到期日 | 质权人 | 用途 | | | 其一致行动人 | （股） | 比例 | 比例 | 售股 | 押 | | | | | | | 合益 | 是 | 2,000,000 | 1.67% | 0.20% | 否 | 是 | 年 2025 | 12 | 办理解除质押 | 中国东方资产管 | 补充 | | 投资 | | | | | | | 月 23 | 日 | 登记手续之日 | 理股份有限公司 | 质押 | 注：本公告中所述的总股本均指公司截至2025年12月23日总股本；本公告中所涉数据的尾数如有差异 或 ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Predictions - By 2025, global lithium battery production is expected to reach 2250 GWh, with a growth rate of 30% in 2026. The energy storage sector is projected to grow even faster at 48.3%, driven by both domestic and international demand [5]. - There is a notable supply gap in battery cells and various materials, necessitating a focus on ensuring a stable and efficient supply chain to capitalize on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand dynamics [5]. 2. Announcement and award ceremony for the "Top 10 Lithium Material Brands of 2025," evaluated based on shipment volume, market share, and customer reputation [6]. 3. B2B procurement matching to connect top battery manufacturers and material suppliers, enhancing resource matching and reducing procurement costs [7]. Group 3: Conference Agenda - The agenda includes various topics such as the analysis of lithium carbonate fundamentals and supply-demand outlook, advancements in solid-state battery key electrolyte materials, and developments in high-performance electrolytes and composite materials [9][10].

证券日报网讯 12月24日，恩捷股份发布公告称，公司持股5%以上股东玉溪合益投资有限公司质押股份 2，000，000股，占其持股1.67%。 （文章来源：证券日报） ...

Group 1 - The core point of the article is that Enjie Co., Ltd. has disclosed significant share pledges by its major shareholders, indicating potential liquidity concerns while also highlighting its revenue composition and market capitalization [1] Group 2 - As of the announcement date, the total number of shares pledged by He Yi Investment is approximately 76.96 million shares, accounting for 64.43% of its holdings [1] - Li Xiaohua has pledged approximately 40.97 million shares, representing 50.74% of his holdings [1] - Paul Xiaoming Lee has pledged around 65 million shares, which is 50.61% of his holdings [1] - Jerry Yang Li has pledged about 14.74 million shares, constituting 100% of his holdings [1] Group 3 - For the first half of 2025, Enjie Co., Ltd.'s revenue composition is 97.0% from manufacturing and 3.0% from other businesses [1] - The current market capitalization of Enjie Co., Ltd. is 51 billion yuan [1]

本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 证券代码：002812 股票简称：恩捷股份 公告编号：2025-211 云南恩捷新材料股份有限公司 关于股东部分股份质押的公告 云南恩捷新材料股份有限公司（以下简称"公司"）于近日接到公司持股5% 以上股东玉溪合益投资有限公司（以下简称"合益投资"）的通知，获悉合益投 资将其持有的部分公司股份办理了质押手续，具体事项如下： 一、股东部分股份质押的基本情况 | 股东名称 | 是否为控股股东 | 本次质押 | 占其所 | 占公司 | 是否 | 是否为 | 质押 | | 质押 | 质权人 | 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 或第一大股东及 | 股份数量 | 持股份 | 总股本 | 为限 | 补充质 | 起始日 | | 到期日 | | | | | 其一致行动人 | （股） | 比例 | 比例 | 售股 | 押 | | | | | | | | | | | | | | 2025 | 年 | 办理解除 ...

2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 会议议题 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市 ...